TFT-LCD supply chain — Eye on sell-through during CNY South Africa: 2018 Budget Analysis - A Change is Afoot Macro Notes:Colombia: Cautious view on elections EMEA Snap: Egypt: CBE starts the easing cycle In case you missed it: Asia - Pac: This week’s highest IP & Conviction Central SOE Mergers to Reaccelerate Worst -than-expected FY17 profit, but unlikely to alter the recovery path Hong Kong Banks:2H17 preview: NIM trend, dividend guidance remain keys COMMODITY QUANT STRATEGY Earnings resilient but dividend continues to lag. Sell